Bookkeeping
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Bookkeeping for Financial Advisors, Insurance Agents, and Consultants
Who else is tired of... ​
Being responsible for your books when you just want to focus on your clients. Bookkeepers who take forever to respond. Who take zero accountability. Getting treated as a number.
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We've been there. Before Elevated Ledger, we dealt with bad bookkeepers and tax preparers who wasted our time and money, and figuring out bookkeeping on our own. So we started this business — after doing the books for a million-dollar restaurant we used to wait tables for.
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We get your books done. Consistently. Reliably.
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Whether you're starting from scratch or need help catching up this year, you get clean, accurate numbers — every month, no chasing required.
You deserve reliability and someone who shows up, so your business can grow with confidence and tax time can be boring.
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Based in Kansas City, we work with financial advisors, insurance agents, and consultants across the metro — Overland Park, Olathe, Leawood, Lee's Summit, Independence, North Kansas City, and Blue Springs.
Nothing You Have To Manage
We handle the bookkeeping work — transaction categorization, bank and credit card reconciliations, expense tracking, and clean monthly reports you can actually read.
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We work in QuickBooks Online and set it up to reflect how your business actually runs, not just how the software defaults. For financial advisors, insurance agents, and consultants, that means your commission income, client fees, and business expenses are tracked in a way that makes sense at tax time and year-round.
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From first setup through monthly reporting, we keep your books organized, accurate, and ready when you need them. It takes bookkeeping off your plate.
Why Work With Us
QuickBooks Certified - So You Don't Have To Be
Outsourced Bookkeeping Built for Financial Services in Kansas City
Most financial advisors, insurance agents, and consultants aren't looking to hire staff — they're looking for someone reliable to just handle the books. That's exactly what we do.
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We become your off-site bookkeeping team, delivering clean monthly statements, thorough account reconciliations, and reports you can actually use — without the overhead of an employee or the inconsistency of doing it yourself.
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You get expert support that understands your practice, on time every month, so you can stay focused on your clients.
QuickBooks Setup & Transaction Management for Financial Professionals
Whether you're setting up your books for the first time or have a QuickBooks Online account that hasn't been properly maintained in months, we get it organized and keep it that way.
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Every transaction categorized correctly. Every expense in the right place. So when your tax preparer has a question, you have an answer — and when you pull a report, you can actually trust what it says.
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No more digging through messy records or second-guessing your numbers.
Contact
Address:
3013 Oak St, Kansas City, MO 64108
Phone:
Book Now:
Hours:
Mon - Fri
9:30 am – 6:00 pm
Sat - Sun
Closed